Supplier Groups are a way in which you can combine several suppliers into one cluster of companies, usually because they are linked to one another 🔗

First, you will need to enable Supplier Groups in your company settings menu.

From the landing page, you can click on the below to get started:

you will then see... ✨

Toggle this on to gain access to the menu. For the payment to supplier dropdown settings, this affects what you see from your banking screen when trying to allocate payments. Pick the one that suits you and save 💾

You'll then have access to this additional menu 🔐 of Supplier Groups under Financial Accounting:

From the landing page 🚁 you'll be able to see the below:

From here you can view and delete all of your supplier groups.

When on the main page of Supplier Groups, you guessed it, click on '+Create' to begin your creation 🌵

On the slider, give your group a name (please be more inventive than me!) and select the chosen suppliers:

And then hit Create Group:

Check you out, you've just created a group 👀🎉

To check out a supplier group, click on the eye icon from the landing page:

A slider will appear with the below:

From here, you can view the financial situation 💷 or do more fun things (!) like edit the name of the group, add suppliers, remove suppliers:

Click on the edit icon highlighted below...

...and the left-hand side box becomes a freetype box...

...and then click 'Update' when you're done to save the new name! 🎉

Click +Add...

...and you'll see the below appear...

...from which you can add the supplier to the group by selecting them and then updating the group...

...resulting in another supplier not missing out on the group action...

There may be a change to your Group Supplier and need to remove a Supplier from the group. To do this, you can either select them from the list and remove:

or delete them individually:

Once you have allocated payments in the bank to a particular supplier group, you can come to the main landing page of supplier groups and click on the below icon:

And you'll be taken to:

From here, you will be able to match any payments to the relevant supplier invoices 🤯🎉